Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Mid Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Nippon India Growth Mid Cap | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Mirae Asset Large Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Aditya Birla Sun Life Flexi Cap share 20% of their portfolios | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Nippon India Growth Mid Cap share 20% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Axis Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | itself | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Mirae Asset Large Cap Fund share 58% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Nippon India Growth Mid Cap | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Mirae Asset Large Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 58% of 109 | 47% of 109 | 64% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.02% points | 1.21% points | 1.06% points | 1.09% points |
| Portfolio turned over a year P1 | 52% | 50% | 73% | 53% | 80% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Dhaval Joshi · ≥ 6 mo | not known | Gaurav Misra · 7.7 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 7.0% | 7.3% | −3.2% | −3.3% | 3.8% |
| 3 years p.a. | 18.6% | 15.0% | 9.2% | 8.6% | 11.0% |
| 5 years p.a. | 18.0% | 11.6% | 5.8% | 7.8% | 13.5% |
| Deepest fall (max drawdown) | −19.9% | −17.0% | −15.5% | −15.8% | −17.9% |
| Assets (AUM) | ₹48,143 Cr | ₹27,401 Cr | ₹30,395 Cr | ₹38,599 Cr | ₹24,349 Cr |
| Disclosed history | 14 yrs | 13 yrs | 5.9 yrs | 5.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 105 · 25% | 89 · 28% | 49 · 48% | 76 · 48% | 64 · 28% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.